trade marketing analyst

TOP CREATIVE MANAGEMENT CONSULTANCIES

<ul><li>Analyze market trends and competitor activities to identify opportunities for growth and optimize trade marketing strategies, ensuring a competitive edge.</li><li>Develop and execute trade marketing plans, including promotional campaigns and in-store activations, to drive sales and brand visibility across various retail channels.</li><li>Manage the trade marketing budget effectively, tracking expenses and ensuring optimal allocation of resources to maximize ROI on marketing initiatives.</li><li>Collaborate with sales teams to align trade marketing activities with sales objectives, ensuring seamless execution and achieving targets.</li><li>Coordinate with cross-functional teams, including sales, marketing, and supply chain, to ensure smooth implementation of trade marketing activities.</li><li>Build and maintain strong relationships with key retailers and distributors, fostering collaboration and achieving mutually beneficial outcomes.</li><li>Oversee the development and production of trade marketing materials, such as POS displays and promotional items, ensuring quality and timely delivery.</li><li>Monitor inventory levels and manage stock allocation for promotional activities, minimizing wastage and ensuring product availability.</li><li>Prepare regular reports on trade marketing performance, providing data-driven insights to stakeholders and informing strategic decision-making.</li><li>Conduct post-campaign analysis to evaluate the effectiveness of trade marketing initiatives, providing insights and recommendations for future improvements.</li></ul><br/>

Urgent Hiring for Trade Marketing Analyst / Coordinator - FMCG  Dubai

Naterra International

<div><p>The <b>Category Analyst &ndash; Category Management</b> will serve as the go-to expert for turning category and POS data<br>
into actionable retail strategies. You will own the category review process, develop selling stories, and<br>
collaborate directly with sales, marketing, and retail partners to drive incremental growth across Naterra&rsquo;s<br>
portfolio.<br>
<br>
This role is ideal for someone who thrives on understanding consumer behavior, retail dynamics, and macro<br>
trends, and can bring those insights to life through clear, data-informed recommendations.<br>
<br>
<b>Category &amp; POS Analytics &ndash; 45%</b></p><ul><li>
Conduct deep-dive category reviews using syndicated data sources such as Nielsen or IRI/Circana.</li><li>
Analyze market share, pricing, distribution, new launches, and velocity to provide recommendation for assortment, pricing, and merchandising.</li><li>
Maintain regular tracking of category KPIs and key account scorecards.</li></ul><p><b>
Retailer &amp; Sales Support &ndash; 30%</b></p><ul><li>
Develop compelling, insight-driven presentations for retail buyer meetings, line reviews, and promotional planning.</li><li>
Use retailer portals (e.g., Scintilla, Partners Online) to extract POS data and create reports specific to retailer needs.</li><li>
Provide ad hoc data support and insights to the sales team to improve retail execution and positioning.</li></ul><p><b>
Cross-Functional Collaboration &amp; Tools &ndash; 25%</b></p><ul><li>
Partner with marketing, product development, and sales to align category opportunities with brand strategy.</li><li>
Build and maintain dashboards and reports in Tableau, Power BI, and Excel for easy access to performance data.</li><li>
Ensure accurate syndication of product data to Nielsen/IRI and validate coverage across retailer databases.</li></ul><p>
</p><p><b>JOB REQUIREMENTS</b></p><ul><li>
Bachelor&rsquo;s degree in Business, Marketing, or a related analytical field.</li><li>
2+ years of experience in category management, trade marketing, or sales analytics, preferably in CPG.</li><li>
Proficient in syndicated data platforms (Nielsen, IRI), retailer portals, and data visualization tools (Power BI or Tableau).</li><li>
Ability to turn data into actionable recommendations that support retail strategies.</li><li>
Strong storytelling, communication, and cross-functional collaboration skills.</li><li>
Experience in the beauty or personal care industry is a plus.</li></ul><p>
</p><p><b>WHAT WE OFFER</b></p><ul><li>
Competitive salary plus bonus structure</li><li>
Annual bonus program of up to 35% based on company metrics</li><li>
Career pathing and development</li><li>
Medical / Dental / Vision / Life</li><li>
Matching 401k up to 4%</li><li>
Travel opportunities</li></ul></div>

Category Analyst

Unilever

<div><div><p><b>ABOUT UNILEVER</b></p></div><p>
With 3.4 billion people in over 190 countries using our products every day, Unilever is a business that makes a real impact on the world. Work on brands that are loved and improve the lives of our consumers and the communities around us. We are driven by our purpose: to make sustainable living commonplace, and it is our belief that doing business the right way drives superior performance. At the heart of what we do is our people &ndash; we believe that when our people work with purpose, we will create a better business and a better world.</p><p>
At Unilever, your career will be a unique journey, grounded in our inclusive, collaborative, and flexible working environment. We don&rsquo;t believe in the &lsquo;one size fits all&rsquo; approach and instead we will equip you with the tools you need to shape your own future.</p><p></p><p>
The CSP Specialist plays a pivotal role in translating brand and category strategies into actionable commercial plans that drive mutual growth for the company and its customers. By leading the development of channel and customer-specific strategies, this role ensures the effective deployment of pricing, promotion, and assortment levers across the trade. Working cross-functionally with marketing, sales, finance and supply chain teams, the planner delivers data-driven insights, optimizes trade investments, and enables brilliant in-market execution. The role is central to aligning strategic intent with operational excellence, ensuring both brand equity and commercial performance are maximized. &gt;</p><p></p><p><b>
JOB PURPOSE</b></p><p>
Unilever is the place where you can bring your purpose to life with the work that you do &ndash; creating a better business and a better world. If you are someone who is passionate about leading business and see your strategies come alive on shelves&gt; then this role is just for you!</p><p></p><p><b>
WHAT WILL YOUR MAIN RESPONSIBILITIES BE</b></p><ul><li>
&lt; Sales Data Analysis &amp; Reporting:</li><li>
Analyze daily, weekly, and monthly sales performance across categories</li><li>
Track sell-in and sell-out data from retail partners, e-commerce platforms, and distributors across Arabia</li><li>
Develop and maintain dashboards to visualize sales trends, seasonal demand shifts, and promotional campaign performance.</li><li>
Market &amp; Consumer Insights:</li><li>
Monitor market trends, consumer behavior, and competitor activity in the beauty and wellbeing category</li><li>
Provide insights into product performance by region, channel, and customer segment</li><li>
Identify emerging beauty trends and recommend product focus areas based on data-driven insights.</li><li>
Assist in setting sales targets by region, channel, and account, ensuring alignment with strategic business goals.</li><li>
Promotional &amp; Campaign Analysis:</li><li>
Evaluate the effectiveness of promotions and in-store activations.</li><li>
Measure ROI of promotional activities and provide recommendations for future optimization.</li><li>
Track performance across key retail partner</li><li>
Cross-functional Collaboration:</li><li>
Provide ad-hoc analysis and reporting to support executive decision-making.</li></ul><p>
&gt;</p><p></p><p><b>
WHAT YOU NEED TO SUCCEED</b></p><p></p><p><b>
Experiences &amp; Qualifications</b></p><ul><li>
&lt; Bachelor&rsquo;s degree in Business, Economics, Statistics, Marketing, or a related field.</li><li>
2+ years of experience in a sales analyst or similar role.</li><li>
Proficiency in data analysis tools such as Excel, Power BI</li><li>
Strong understanding of CRM systems (e.g., Salesforce).</li><li>
.</li></ul><p></p><p><b>
Skills</b></p><ul><li>
Excellent analytical, problem-solving, and communication skills.</li><li>
Ability to work independently and collaboratively in a fast-paced environment</li></ul><p></p><p><b>
Leadership</b></p><ul><li>
You are energized by delivering fantastic results. You are an example to others &ndash; both your results and your resilience. You are constantly on the lookout for better ways to do things, engaging and collaborating with others along the way.</li><li>
As an individual you are the one responsible for your own wellbeing and delivering high standards of work. You must also focus on the Consumer and what they need. You are humble and have your head up, looking around to interpret evidence and data smartly, spot issues and opportunities to make things better.</li></ul><p></p><ul><li><b>
Critical SOL (Standards of Leadership) Behaviors</b><ul><li><b>
PASSION FOR HIGH PERFORMANCE: </b>Takes personal responsibility and accountability for execution and results. Has an owner&rsquo;s mindset, using data and insight to make decisions.</li><li><b>
PERSONAL MASTERY: </b>Sets high standards for themselves. Actively builds own wellbeing and resilience.</li><li><b>
CONSUMER LOVE</b>: Whatever their role, always looks for better ways to serve consumers. Invests time inside and outside to understand the needs of consumers.</li><li><b>
PURPOSE &amp; SERVICE</b>: Has humility, understanding that leadership is service to others, inside and outside Unilever.</li><li><b>
AGILITY</b>: Explores the world around them, continually learning and developing their skills.</li></ul></li></ul><p></p><p>
Unilever embraces diversity and encourages applicants from all walks of life! This means giving full and fair consideration to all applicants and continuing development of all employees regardless of age, disability, gender reassignment, race, religion or belief, sex, sexual orientation, marriage and civil partnership, and pregnancy and maternity.</p><p></p><p>
Unilever is an organisation committed to equity, inclusion and diversity to drive our business results and create a better future, every day, for our diverse employees, global consumers, partners, and communities. We believe a diverse workforce allows us to match our growth ambitions and drive inclusion across the business. At Unilever we are interested in every individual bringing their &lsquo;Whole Self&rsquo; to work and this includes you! Thus if you require any support or access requirements, we encourage you to advise us at the time of your application so that we can support you through your recruitment journey.</p></div>

B&W Hair CSP Specialist

Ferrero

<p></p><div><div><div><div>Sales</div>
<div>Job ID:
<div>72677</div>
</div></div><div><div>Pune, MH, IN (On-Site)</div>
<div><div>Permanent</div></div></div></div></div><div></div>
<br><div><div><div><p>Company description</p>
</div><div><p>Ferrero is a family-owned company with a truly progressive and global outlook and iconic brands such as Nutella&reg;, Tic Tac&reg;, Ferrero Rocher&reg;, Raffaello&reg;, Kinder Bueno&reg; and Kinder Surprise&reg;. As the love for our brands continues to grow, so too does our global reach. Represented in more than 50 countries, with products sold in more than 170, the Ferrero Group is loved by generations around the world. The secret to our global success? 40,000 dedicated employees who celebrate care and quality to craft a business, careers and brands we are proud of. Join us, and you could be one of them.</p>
</div></div><div><div><p>Diversity Statement</p>
</div><div><p>Ferrero is committed to building a diverse and inclusive culture in which all employees feel welcomed and appreciated and have the same opportunities. We believe all of our people are equally talented in their own way. In nurturing the curiosity and natural abilities of our employees, we provide them, generation after generation, the means to succeed personally and professionally, enabling them to craft their journey at Ferrero. The diversity of our talents is what makes our work environment multicultural, innovative and highly rewarding.</p>
</div></div><div><div><p>About the Role:</p>
</div><div><p>As a Business Analyst for Trade Marketing you would be required<b> to support to prepare, maintain &amp; share database needs for Visicoolers in India. VisiCooler being a strategic initiative required strong control on data right from deployment, to sales, shifts, supports, compliance &amp; governance. The role will be required to manage the admin activities like PR, PO, Payments, Service entry process for Visicoolers.</b></p>
</div></div><div><div><p>Main Responsibilities:</p>
</div><div><p><b>Visicooler Tracking &amp; Reporting:</b></p>
<ul><li>
Maintain deployment database (Cooler deployed, store changes, insurance, IoT details).</li><li>
Share deployment updates with Sales MDM team &amp; Algo team (with UOC codes, ensure FR code open for billing).</li><li>
Generate detailed sales reports (deployment status, billing, SKU/brand L3M&ndash;L6M trends, throughput, stock visibility, GR</li><li>
Prepare weekly/monthly MIS &amp; dashboards on coverage, productivity, performance and Cooler efficiency (ROI).</li></ul>
<p><b>
Compliance &amp; Governance</b></p>
<ul><li>
Coordinate with external vendors for new VisiCooler installations, maintenance schedules, and warranty claims.</li><li>
Maintain dashboards for real-time tracking (On/Off status, efficiency).</li><li>
Manage agreement updates and cooler efficiency reporting.</li></ul>
<p><b>
Data Reporting and Analysis:</b></p>
<ul><li>
Track cooler placements and performance through data analytics,</li><li>
Maintain a detailed cooler tracker database, analyzing usage, ROI, and impact on product sales. Maintain detailed cooler tracker, utilization reports and agreement status.</li><li>
Proficient in Preparing professional Power Point Presentation &amp; strong Excel skills.</li></ul>
<p><b>
PR and Service Management
</b></p><ul><li><b>Purchase Requisition (PR)</b>: Manage the creation and approval of purchase requisitions for visicooler procurement, deployment, and maintenance services.</li><li>
Validate vendor schedules with OEM data and ensure timely PR/PO and service entries by managing the given budget.</li></ul>
</div></div><div><div><p>Who we are looking for:</p>
</div><div><ul><li>3-8 years of relevant experience as MIS/ Business Analyst</li><li>
Experience and good Knowledge about Sales &amp; Distribution/ FMCG Sector</li><li>
Advanced knowledge in Microsoft Excel and PowerPoint applications</li><li>
Excellent communication and problem-solving skills</li><li>
Strong knowledge of sales systems and tools</li><li>
Analytical Skills For Deriving Business Insights from business data</li><li>
Collbration Skills for all stake holder management</li><li>
Should know English &amp; Hindi language to follow-up with Regional Team</li></ul>
</div></div><div><div><p>How to be successful in the role and at Ferrero:</p>
</div><div><p>Consumers, quality and care are at the heart of everything we do. So, to be successful at Ferrero, you&rsquo;ll need to be just as consumer and product centric as we are - dedicated to crafting brilliant results for consumers around the world.</p></div></div></div>
<br><div><h2 class="jobSectionHeader"><b>Our Application Process</b></h2><div><div><p>
We&rsquo;re constantly looking for talented individuals who are ready to be part of our dynamic and growing organization. Ferrero is a company with a global presence and family values. Join us!</p></div></div><div><div><div><div><div><h5 class="jobSectionHeader"><b>
1. Apply</b></h5><p>
Complete your online application, upload your CV and include brief cover letter to help us understand your experience and interests</p></div></div></div><div><div><div><h5 class="jobSectionHeader"><b>
2. Assess</b></h5><p>
Our HR team will arrange a phone or video interview if we feel your qualifications are a good match for the job</p></div></div></div><div><div><div><h5 class="jobSectionHeader"><b>
3. Interview</b></h5><p>
If the first interview goes well, you&rsquo;ll be invited to speak with a Ferrero manager to assess your competencies, technical aptitude and fit within our dynamic organization</p></div></div></div></div></div></div><div></div>

Senior Officer - Business Analyst

Reckitt

<div></div><div><div><div><div>Home to the world's best loved and trusted hygiene, health, and nutrition brands. Our purpose defines why we exist: to protect, heal and nurture in the relentless pursuit of a cleaner, healthier world. We are a global team united by this purpose. Join us in our fight to make access to the highest quality hygiene, wellness, and nourishment a right and not a privilege.</div></div><div><div><h2 class="jobSectionHeader"><b>
Marketing
</b></h2></div><div>Marketing is at the heart of Reckitt. We pride ourselves on our unique way of driving growth for some of the world's most loved and trusted health, hygiene and nutrition brands. Our purpose and fight are what motivates us to design and deliver distinctive communications throughout our consumer funnel, so that we deliver category growth as well as a positive impact on society. With extensive media and digital teams embedded throughout the organisation, we measure both our business and our societal impact. Our global teams lead on our overarching brand strategy, brand guardianship and innovation pipeline in close partnership with R and D. Leaving our local marketing teams to deliver on our regional goals in partnership with our Sales teams. With the scale of our 2500 marketing community - alongside our leading-edge Marketing Academy - your opportunities to grow and upskill will be extensive.</div></div><div><div><h2 class="jobSectionHeader"><b>
About the role</b></h2>
</div><div><p>
At Reckitt, we are passionate about making a difference in people's lives through our beloved health and hygiene products. We're on the lookout for a Trade Marketing Intern, whose creativity and analytical skills will help shape the future of our brands. Does the idea of influencing major decisions with your insightful analysis excite you? If you possess a knack for turning complex data into strategic insights, we offer the perfect canvas to let your expertise flourish in a nurturing, innovative environment.</p></div></div><div><div><h2 class="jobSectionHeader"><b>
Your responsibilities</b></h2>
</div><div><div>
In summary, you'll:<br>
<ul><li>Collaborate on new product launches and brand initiatives, including tracking the success of these ventures.</li><li>Conduct regular analysis and present monthly performance reviews, share insights, and recommended actions.</li><li>Contribute creative and innovative ideas for brand growth and elevate market presence.</li><li>Analyse competitive landscape and market trends to inform strategic decisions.</li><li>Support the execution of local marketing and promotional activities, learning from best practices and results.</li></ul></div></div></div><div><div><h2 class="jobSectionHeader"><b>
The experience we're looking for</b></h2>
</div><div><ul><li>Basic understanding of diverse marketing concepts and practices.</li><li>Awareness of key financial metrics related to brand health and market performance.</li><li>Any previous experience in marketing or sales roles, although not essential, will be highly valued.</li><li>A blend of analytical prowess and creative thinking.</li><li>Effective communication and presentation abilities.</li></ul></div></div><div><div><h2 class="jobSectionHeader"><b>
The skills for success</b></h2>
</div><div><p>
Consumer Insights, Analytical skills, Presentation skills, Drive Innovation, Product sustainability, Creativity, Marketing optimization, Commercial accumen, Collaboration.</p>
</div></div><div><div><h2 class="jobSectionHeader"><b>
What we offer</b></h2>
</div><div>With inclusion at the heart of everything we do, working alongside our four global Employee Resource Groups, we support our people at every step of their career journey, helping them to succeed in their own individual way. We invest in the wellbeing of our people through parental benefits, an Employee Assistance Program to promote mental health, and life insurance for all employees globally. We have a range of other benefits in line with the local market. Through our global share plans we offer the opportunity to save and share in Reckitt's potential future successes. For eligible roles, we also offer short-term incentives to recognise, appreciate and reward your work for delivering outstanding results. You will be rewarded in line with Reckitt's pay for performance philosophy.</div></div><div><div><h2 class="jobSectionHeader"><b>
Equality</b></h2>
</div><div>We recognise that in real life, great people don't always 'tick all the boxes'. That's why we hire for potential as well as experience. Even if you don't meet every point on the job description, if this role and our company feels like a good fit for you, we still want to hear from you. All qualified applicants will receive consideration for employment without regard to age, disability or medical condition; colour, ethnicity, race, citizenship, and national origin; religion, faith; pregnancy, family status and caring responsibilities; sexual orientation; sex, gender identity, gender expression, and transgender identity; protected veteran status; size or any other basis protected by appropriate law.</div></div></div></div>

Trade Marketing Intern - EH

Bali And Company Logistics Private Limited

<p><b>Role Description</b></p><p>This is a full-time on-site role for a Pricing Analyst (Freight Forwarding) at Bali And Company Logistics Private Limited, located in Connaught Place, New Delhi. The Pricing Analyst will lead freight procurement, margin planning, trade lane dynamics, and vendor negotiations across Air and Sea (Import and Export) hands-on.</p><p><b>Summary</b></p><p>If you&rsquo;ve spent 2-5 years in freight forwarding, you'll be a suitable fit.</p><p>We&rsquo;re seeking a seasoned Pricing Analyst to lead our in-house operations for the freight forwarding division across Air and Sea (Import and Export). The ideal candidate is someone who understands freight procurement, margin planning, trade lane dynamics, and vendor negotiations across Air and Sea (Import &amp; Export).</p><p>This is not a role for people looking to &ldquo;try something new.&rdquo;</p><p><b>Your Core Responsibilities</b></p><p>You&rsquo;ll lead &quot;Pricing&quot; operations across Air and Sea (Import and Export). Specifically:</p><ul><li>Procure and compare rates from liners, NVOCCs, airlines, co-loaders, and consolidators</li><li>Negotiate rates and close bookings across FCL, LCL, breakbulk, and air freight</li><li>Create and maintain trade lane-specific pricing sheets and rate trackers</li><li>Build and manage relationships with overseas agents for cross-trade, DDU/DDP, and door-to-door rates</li><li>Track free days, surcharges, quote validity, and contract terms</li><li>Prepare accurate cost sheets and GP calculations for each shipment</li><li>Support sales/RFQs with fast and competitive spot quotes</li><li>Collaborate with the operations team to ensure pricing accuracy and margin control</li></ul><p><b>This Role Is for You If</b></p><ul><li>You&rsquo;ve directly handled freight pricing and procurement for both air and sea, end-to-end, not just coordination</li><li>You know how to build margin-positive shipments</li><li>You&rsquo;re confident negotiating rates with liners, co-loaders, NVOCCs, and agents across key trade lanes</li><li>You maintain organized rate sheets, cost trackers, and understand how surcharges, free days, and terms impact profitability</li><li>You&rsquo;ve worked with overseas agents on DDP/DDU, door-to-door, and cross-trade shipments, and understand how to quote them accurately</li><li>You see pricing as an important commercial metric, not a support function, and take full ownership of making each shipment profitable</li></ul><p><b>Must Haves</b></p><ul><li>2&ndash;5 years in freight forwarding pricing or rate procurement (Air or Sea)</li><li>Strong understanding of INCOTERMS, trade lanes, and carrier pricing structures</li><li>Proven ability to negotiate rates, plan margins, and maintain vendor relationships</li><li>Working knowledge of FCL/LCL, Air Cargo, and Cross-Trade shipments</li><li>Proficiency in Excel/Google Sheets for rate management</li><li>Commercial awareness with focus on accuracy and profitability</li><li>Strong and well established network of agents, NVOCCs, freight partners, and shipping/airline reps across key trade lanes (China, Europe, Middle East, USA &amp; Far East)</li></ul><p><b>Nice to Have</b></p><ul><li>Experience in cross-trade or DDP/DDU shipments</li><li>Familiarity with freight management systems or ERP tools</li><li>Understanding of customs and duty impact on landed cost</li></ul><p>Job Types: Full-time, Permanent</p><p>Pay: &#8377;25,000.00 - &#8377;50,000.00 per month</p><p>Benefits:</p><ul><li>Provident Fund</li></ul><p>Ability to commute/relocate:</p><ul><li>New Delhi, Delhi: Reliably commute or planning to relocate before starting work (Required)</li></ul><p>Experience:</p><ul><li>international freight forwarding: 3 years (Preferred)</li></ul><p>Work Location: In person</p>

Pricing Analyst (Freight Forwarding)

Advisors Excel

<div><div>Position: Senior Investment Strategy Analyst</div>
<div>Department: AE Wealth Management Marketing</div>
<div>Reporting to: Director of Investment Strategy</div>
<div>Location: Lenexa, KS - Onsite</div>
<div></div><div><b>Overview:
</b></div><div>AE Wealth is seeking a Senior Investment Strategy Analyst to join our Investment Team and play a key role in managing and executing direct indexing-based strategies. In this role, you&rsquo;ll apply your technical expertise and independent judgment to support portfolios affecting significant client assets, ensuring accuracy, efficiency, and alignment with client goals.</div>
<div></div><div>You&rsquo;ll be part of a collaborative, fast-paced team where your contributions directly impact thousands of clients. This is an opportunity to work on complex investment strategies, influence portfolio processes, and apply advanced analytical skills, all while supporting advisors and VPs with thoughtful guidance. If you thrive in a detail-oriented, high-responsibility role and enjoy seeing your work translate directly into client outcomes, this role is a great fit.</div>
<div></div><div>This position is based in our Lenexa, KS office and is exclusively onsite. Please note that the company does not extend sponsorship opportunities.</div>
<div></div><div><b>What you&rsquo;ll do:</b></div>
<ul><li>Manage daily portfolio activities for tax-managed SMAs, including optimization, loss harvesting, and trade execution.</li>
<li>Serve as a subject matter expert on AE Direct/Strategic Index solutions, supporting VPs and advisors with strategy execution and portfolio adjustments.</li>
<li>Co-lead discovery calls with VPs and advisors to assess client suitability for direct indexing strategies.</li>
<li>Develop and present trade proposals and recommendations, providing thoughtful guidance for advisor-client discussions.</li>
<li>Monitor model portfolios and trading parameters, ensuring precision, accountability, and independent decision-making.</li>
<li>Run simulations and analyses to optimize portfolios, reduce tracking error, and support strategic recommendations.</li>
<li>Implement advanced strategies, including options overlays, aligned with client objectives.</li>
<li>Conduct investment research, contribute to due diligence reporting, and support model development.</li>
<li>Mentor and help junior analysts and provide guidance on portfolio management best practices.</li>
</ul><div><b>Experience you&rsquo;ll bring:</b></div>
<ul><li>3-5+ years in brokerage/RIA environments, with experience in SMAs and tax-advantaged accounts, particularly direct indexing.</li>
<li>Strong knowledge of investment products, portfolio management, trade execution, and risk management.</li>
<li>Proven ability to independently execute decisions affecting significant client assets, with meticulous attention to detail and sound judgment.</li>
<li>Strong analytical, problem-solving, and communication skills.</li>
<li>Experience with portfolio management systems, multi-factor risk models, and optimization programs.</li>
<li>Positive attitude, professionalism, and commitment to excellent service for advisors and internal stakeholders.</li>
</ul><div><b>Bonus Points:</b></div>
<ul><li>Bachelor&rsquo;s degree or equivalent experience; advanced degrees or CFA/CMT progress is a plus.</li>
<li>Series 7, 66 (or 63/65) license.</li>
<li>Experience with block trade execution (equities and/or ETFs).</li>
<li>Knowledge of listed index options.</li>
<li>Mentorship experience and the ability to provide guidance on investment strategy execution.</li>
</ul><div><b>What you&rsquo;ll get:</b></div>
<ul><li>Amazing benefits including medical, dental, vision and 401k (with matching options)</li>
<li>Generous PTO package from your start date</li>
<li>Access to an on-site caf&eacute;, gym and primary care</li>
<li>Continuous personal and professional development opportunities</li>
<li>Recognition for hard work &amp; exemplary performance</li>
<li>Employee sponsored events&hellip;and more!</li>
</ul><div><b>Who We Are:
</b></div><div>Advisors Excel is a fast paced, innovative company that seeks to service independent financial advisors in a multitude of areas within their business. From operational functions to sales and marketing, our end goal is to help continually grow advisors&rsquo; businesses nationwide. We thrive on watching them succeed. Not only does AE want to see the success of our advisors, but also our employees. We have high expectations from them to continually move our business forward. We are on the hunt for positive people who thrive on hard work and in a collaborative team environment. If this sounds like you, then what are you waiting for? We want you to join our team!</div>
<div></div><div>Advisors Excel is an Equal Employment Opportunity Employer. Everyone is welcome here &ndash; as an inclusive workplace, our employees are always comfortable bringing their true selves to our offices daily.</div>
<div></div><div>#LI-MS1</div></div><div></div>

Senior Investment Strategy Analyst

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